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How It Works

1. A dedicated Account Manager is assigned to you.

2. We learn your business processes and how you want to work with us.

3. We learn your preferred communication method so you and your team are always on the same page.

4. A “Let’s Get Started” session is conducted to go over your business and define the scope of our working relationship. 

5. Your Account Manager works with you to develop an Action Plan defining our responsibilities, your responsibilities, and the services we’ll be providing to you on an on-going basis.

6. We establish your secure file storage site. You can now safely submit all business invoices, documents, receipts, contracts, etc. to your Accounting Benefit Solutions team via email, fax or upload.

7. You have complete 24/7 access to your account files so that you can participate every step of the way.

Accounting Benefit Solutions - How it Works
Data Security - Accounting Benefit Solutions

Data security

We take the security and privacy of our customers seriously. We protect your data with 256-bit SSL/TLS encryption. That’s the same level of encryption you’ll find with online banking!

  • Document Storage with AES 256-bit encryption and SSAE 16 audited data centers.

  • App's and tools to securely and electronically transfer your statements.

  • Dedicated Account Manager ready to answer your questions.

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